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238 hedge funds and large institutions have $8.16B invested in XP in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 95 increasing their positions, 64 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 64

15% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 47

11% more capital invested

Capital invested by funds: $7.32B → $8.16B (+$842M)

2% more funds holding

Funds holding: 234238 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

9% less call options, than puts

Call options by funds: $65.6M | Put options by funds: $72.3M

2.32% less ownership

Funds ownership: 67.46%65.14% (-2.3%)

Holders
238
Holders Change
+4
Holders Change %
+1.71%
% of All Funds
3.75%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.36%
New
54
Increased
95
Reduced
64
Closed
47
Calls
$65.6M
Puts
$72.3M
Net Calls
-$6.72M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
101
Oppenheimer Asset Management
New York
$3.3M +$2.02M +64,835 +145%
MAM
102
Madison Asset Management
Wisconsin
$3.28M +$78.8K +2,527 +2%
Citigroup
103
Citigroup
New York
$3.19M +$2.48M +79,576 +304%
UBS Group
104
UBS Group
Switzerland
$3.11M -$170K -5,443 -5%
CGA
105
Channing Global Advisors
Florida
$3.1M +$836K +26,820 +35%
Neuberger Berman Group
106
Neuberger Berman Group
New York
$3.05M +$1.52M +48,662 +94%
RC
107
Renaissance Capital
Connecticut
$2.98M -$926K -29,704 -23%
US Bancorp
108
US Bancorp
Minnesota
$2.89M +$2.08M +66,750 +229%
Natixis Advisors
109
Natixis Advisors
Massachusetts
$2.72M +$72.2K +2,315 +3%
ACGDR
110
Atmos Capital Gestao de Recursos
Brazil
$2.67M -$154M -4,930,151 -98%
Squarepoint
111
Squarepoint
New York
$2.34M +$2.01M +64,478 +482%
SF
112
Synovus Financial
Georgia
$2.33M -$381K -12,203 -14%
UBS AM
113
UBS AM
Illinois
$2.32M +$1.89M +60,749 +369%
CG
114
Compass Group
New York
$2.26M -$780K -25,000 -25%
Mirae Asset Global Investments
115
Mirae Asset Global Investments
South Korea
$2.19M +$2.27M +72,653 New
CSS
116
Cubist Systematic Strategies
Connecticut
$2.04M -$8.07M -258,836 -79%
Barclays
117
Barclays
United Kingdom
$1.88M +$1.95M +62,501 New
SGDR
118
SPX Gestao de Recursos
Brazil
$1.87M -$3.16M -101,472 -62%
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$1.78M +$1.56M +49,875 +536%
National Bank of Canada
120
National Bank of Canada
Quebec, Canada
$1.74M +$1.92M +61,689 New
DA
121
Duality Advisers
Florida
$1.62M +$1.68M +53,810 New
Allianz Asset Management
122
Allianz Asset Management
Germany
$1.6M +$1.66M +53,176 New
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$1.59M +$1.24M +39,799 +364%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$1.57M -$6.42M -205,784 -80%
E
125
Ergoteles
New York
$1.53M +$1.59M +50,944 New

XP Hedge Fund Activity: Q1 2022 in Review

238 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q1 2022, worth a combined $8.16B — up 11% from $7.32B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new XP positions and 47 closed out — a net gain of 7 holders — while 95 added to existing stakes and 64 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $365M. The largest seller was Atmos Capital Gestao de Recursos, cutting an estimated $154M.

  • 238 institutional investors held XP (XP) as of Q1 2022, up from 234 in Q4 2021.
  • Funds reported $8.16B of XP stock for Q1 2022, up 11% quarter-over-quarter.
  • 54 funds opened new XP positions in Q1 2022 and 47 closed out, a net change of +7 holders.
  • The largest XP buyer in Q1 2022 was T. Rowe Price Associates, an estimated $365M added.
  • The largest XP seller in Q1 2022 was Atmos Capital Gestao de Recursos, an estimated $154M sold.

Based on aggregated 13F filings for Q1 2022.